Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,891 | $129,737-80.8% | $119,126-79.1% | $154,746-83.9% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 7.25% | 379.08%-371.8pp | 282.11%-274.9pp | 172.34%-165.1pp |
| Employer contribution / active EE | $1,681 | $4,375-61.6% | $4,034-58.3% | $4,379-61.6% |
| Participant deferral / active EE | $1,375 | $5,842-76.5% | $5,318-74.1% | $6,730-79.6% |
| Admin fee / account holder | $15,354 | $11,961+28.4% | $10,693+43.6% | $14,365+6.9% |